See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,387 | $53,516+91.3% | $126,539-19.1% | $84,808+20.7% |
| Participation rate | 68.2% | 58.2%+9.9pp | 69.8%-1.6pp | 68.3%-0.1pp |
| Annual return | 17.96% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,130 | $1,535+169.1% | $3,674+12.4% | $2,631+57.0% |
| Participant deferral / active EE | $6,914 | $2,671+158.9% | $4,083+69.3% | $4,212+64.2% |
| Admin fee / account holder | $5,118 | $4,497+13.8% | $6,065-15.6% | $7,344-30.3% |